+24.9%
ESI vs FIVN
+55.4%
-30.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.6% | -6.3% | -4.7% |
| 7D | -6.6% | -3.4% | -3.2% | -6.5% |
| 30D | -10.9% | +5.8% | -16.7% | -11.1% |
| 3M | -13.8% | +22.0% | -35.8% | -14.2% |
| 6M | -21.5% | +55.7% | -77.3% | -22.4% |
| YTD | +34.7% | +81.3% | -46.6% | +29.1% |
| 1Y | +24.9% | +58.0% | -33.1% | +24.7% |
| All | +24.9% | +55.4% | -30.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling